Permissions: All Operational Data Repository users can export Picklists. Users must have the ODR Configure privilege to manage Picklists.

Picklists can be configured by adding and deleting entries, and custom picklists can be created. These picklists provide the List of Values (LOVs) available when creating or editing a record in one of the panels.

Picklists can be exported to Excel or CSV formats.

The Picklists icon can be found at the top right of the master header.

Add an Item to a Picklist

Items can be added to a picklist using the Picklists icon, or from within a form.

Add an Item to a Picklist Using the Picklist Icon

1. From Operational Data Repository, click the Picklists icon to open the Picklists window.
2. Select the Picklist from the list on the left. To see all Picklists, use the scrollbar. Alternatively, type text in the Search field to list Picklists containing that text. Entries already added for the selected picklist display on the right. 
   
3. Click the Add Entries button at the top of the window. A new row displays, ready for entry.

4. Value: Enter a unique name in the Value column. This value displays in the picklist drop-down in the form.

   Important: Duplicate names are not allowed. If a duplicate name is entered, an error message displays, and the name is not saved.

5. Code: Enter the same as the value. A future release supports entering a code.
6. Click Save. A success message displays and the new entry is added in alphabetical order. To discard the new item, click Cancel at the bottom right of the window; the window closes.

Add an Item to a Picklist within a Form

Items can be added directly to a Picklist from within a form. For fields with a drop-down list or a multi-select list, a plus sign is available to add an item. However, this option is not available for elluminate configuration picklists. elluminate configuration items (Therapeutic Areas, Compounds (Investigational Products), Programs, Phases, Study Types (Study Type), Endpoints, Controls, and Blindings) must be managed within Platform Administration > Configuration.

1. From a new / edit form, click the drop-down for a list of values, or view the multi-select list to determine if a new item is needed. 
   
2. Click the Plus Sign next to the field. The Add to Picklist window opens.
   
3. Add an entry, then click Enter or Tab.
4. Click OK. The new entry is added to the Picklist.

Edit an Item in the Entries List

1. Click the Picklists icon to open the Picklists window.
2. Select the Picklist from the list on the left.
3. Click in the item's row in the Entries list to edit it.
4. Edit the text.
5. Click Save. A confirmation messages displays.

Note: If a picklist entry is in use, it cannot be deleted. An error message displays that it cannot be removed as it is in use.

Delete an Item from the Entries List

1. Click the Picklists icon to open the Picklists window.
2. Select the Picklist name containing the entry to be deleted.
3. Click the Delete icon next to the entry to be deleted. The row highlights, and the Undelete icon displays.
   1. To Undelete, click the Undelete icon.
      
       
4. Click Save to remove permanently. A success message displays briefly.

Note: 'Other' entries cannot be deleted from a custom picklist if they are already in use by a form, or if they are the only entry in the picklist.

Create a Custom Picklist

1. Click the Picklists icon to open the Picklists window.
2. Click the Add New Picklist button. A new Picklist Name field is available in the left navigation.
3. Picklist Name: Enter the name of the new picklist beginning with 'CP_.'
4. Click the Add Entries button. An 'Other' entry is automatically added to the custom picklist. The 'Other' entry can be deleted if there are other entries added. 

   1. Value: Enter a unique name in the Value column. This value displays in the picklist drop-down in the form.

      Important: Duplicate names are not allowed. If a duplicate name is entered, an error message displays, and the name is not saved.

   2. Code: Enter the same as the value. A future release supports entering a code.
5. Continue adding entries.
6. Click Save. 

To close the Picklists window click Cancel at the bottom right of the window, or click the X in the top right of the window.

Rename a Custom Picklist

Custom Picklists can be renamed whether they are in use or not; however, renaming them to match an existing Picklist is not allowed.

1. From the Picklists window, hover over the name of the Custom Picklist to be renamed.
2. Click the Rename icon.
3. Enter a unique name over the existing name.
4. Click the checkmark.
5. Click Save. A confirmation message displays.

Delete a Custom Picklist

Custom Picklists not in use can be deleted; however, Custom Picklists in use cannot.

1. From the Picklists window, hover over the name of the Custom Picklist to be deleted.
2. Click the Delete icon.
3. In the confirmation window, click Yes to delete or No to cancel the action.
4. Click Save. A confirmation message displays.

Export a Picklist

All Picklists can be exported to Excel or CSV. The selected format downloads to the computer.

1. From the Picklists window, Click the Export icon at the top right.
2. Select Excel or CSV.